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Investment

Liongate snags $1 billion in mandates

RUTH LIEW  |  MONDAY, 11 MAY 2009
London-based fund of hedge fund manager Liongate Capital Management has won over $1 billion in mandates since the start of the GFC - and the firm is now seeking new wins in the Aussie institutional market.

Merger plans for AUI and Lifeplan

COMPANY RELEASE  |  MONDAY, 11 MAY 2009
The $5.5 billion Australian Unity is planning to merge with Lifeplan Funds Management - a deal that would create a funds management group with more than $7 billion in funds under management.

US pension deficit shrinks

PRESS RELEASE  |  MONDAY, 11 MAY 2009
The pension funding status of the largest US companies improved by more than $260 billion in the past two months, according to a report.

Instos search for cash alternatives

MICHAEL HOBBS  |  MONDAY, 11 MAY 2009
Corporate investors and government bodies are assessing alternatives to holding funds in government guaranteed deposits as cash rates fall and the $1 million fee eats away at returns.

Instos hold the ace in direct property

RUTH LIEW  |  FRIDAY, 8 MAY 2009
Institutional investors are gaining the upper hand in securing the best direct property deals as the "government guarantee" chokes retail fund inflows into the $60 billion direct property market.

DNR scores AMP mandate

RUTH LIEW  |  FRIDAY, 8 MAY 2009
Managed accounts specialists Dalton Nicol Reid has picked up three dealer group mandates in the last month, including one from AMP.

BNY Mellon boutiques win mandates

COMPANY RELEASE  |  FRIDAY, 8 MAY 2009
BNY Mellon Asset Management's boutique firms Newton and Walter Scott have been awarded global equity mandates on behalf of Japan's public pension fund, the $1.9 trillion Government Pension Investment Fund (GPIF).

SIPPs back their expertise

PRESS RELEASE  |  FRIDAY, 8 MAY 2009
A UK based Barclays Stockbroking survey has found nearly nine out of 10 self invested personal pensioners (SIPP) believe they can outperform a professional pension fund manager.

Vanguard enters ETFs fray

MICHAEL HOBBS  |  THURSDAY, 7 MAY 2009
Vanguard Investments Australia will go head to head with local exchange traded funds (ETFs) incumbents iShares and State Street when it launches three new ETFs on the ASX tomorrow.

Finovia opts for Select

COMPANY RELEASE  |  THURSDAY, 7 MAY 2009
Select Asset Management has scored a portfolio management mandate from new wealth management firm, Finovia Pty Limited.